Brad Sills

Second-quarter financial results from Oracle Corp (NYSE:ORCL) are being used by analysts to understand overall demand for AI infrastructure. Here's what analysts are saying after the company missed revenue estimates, beat earnings per share estimates and provided an update on its backlog. Oracle...

Shares of Snowflake Inc. (NYSE:SNOW) tanked in early trading on Thursday, even after the company reported upbeat third-quarter results on Wednesday. Here are some key analyst takeaways: Cantor Fitzgerald analyst Thomas Blakey reaffirmed an Overweight rating; price target increased from $275 to $...

Shares of Intuit Inc (NASDAQ:INTU) soared in early trading on Friday, after the company Thursday reported upbeat fiscal first-quarter earnings. Here are some key analyst takeaways: Goldman Sachs analyst Kash Rangan reiterated a Buy rating and price target of $680. RBC Capital Markets analyst...

Salesforce Inc (NYSE:CRM) shares rallied in early trading on Thursday, after the company set a revenue target of $60 billion for fiscal 2030. • CRM is among today’s top performers. Get a complete picture here. Here are some key analyst takeaways: BofA Securities analyst Brad Sills...

Can a record revenue quarter still be considered a setback? As Figma Inc.‘s (NYSE:FIG) shares plummet and analysts scramble to adjust their forecasts, the surprising details behind the numbers reveal why the market isn’t impressed. Shares of Figma tanked in early trading on Thursday...

As the demand for data-driven insights and cloud-based solutions intensifies, companies providing these services are experiencing significant growth and investor interest. Snowflake Inc. (NYSE:SNOW), a leader in data cloud services, is at the forefront of this trend, capturing attention with its...

Shares of Workday Inc (NASDAQ:WDAY) dipped on Friday, trading at around $219.30 — down 3.64% — at last check Friday despite a strong fiscal second-quarter report. Here are some key analyst takeaways. BofA Securities analyst Brad Sills maintained a Buy rating, while reducing the price target from $...

Microsoft Corporation (NASDAQ:MSFT) analysts weigh in on the company's strong cloud growth shown in the company's fourth-quarter financial results. Here's what analysts are saying about the results and what's next for Microsoft. Wedbush analyst Dan Ives maintained an Outperform rating on Microsoft...

An analyst downgraded AI cloud-computing company CoreWeave Inc. (NASDAQ:CRWV) on Monday based on valuation concerns after its shares soared following its March IPO. The CoreWeave Analyst: Bank of America analyst Brad Sills downgraded CoreWeave from Buy to Neutral and raised the price target from $...

Shares of Salesforce Inc (NYSE:CRM) tanked in early trading on Thursday, despite the company Wednesday reporting strong first-quarter results. Here are some key analyst takeaways. Goldman Sachs analyst Kash Rangan reaffirmed a Buy rating, while lifting the price target from $340 to $385. Needham...

Workday Inc (NASDAQ:WDAY) tanked after the company on Thursday reported its fiscal first-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. KeyBanc Capital Markets On Workday Analyst Jason Celino reiterated an Overweight rating, while...

Microsoft Corporation (NASDAQ:MSFT) analysts highlight a strong showing by Azure as the key factor that powered the tech giant’s better-than-expected third-quarter performance. Microsoft Analysts: TD Cowen analyst Derrick Wood maintained a Buy rating on Microsoft and raised the price target...

Microsoft Corporation (NASDAQ:MSFT) analysts balance the positives and negatives of Azure’s weakness and strength in AI from the company’s quarterly financial results. The Microsoft Analysts: Morgan Stanley analyst Keith Weiss maintained an Overweight rating on Microsoft and lowered...

Salesforce Inc (NYSE:CRM) shares were climbing in on Wednesday, despite the company reporting an earnings miss in the third quarter. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Stifel On Salesforce Analyst J. Parker Lane reiterated a Buy...

Microsoft Corporation (NASDAQ:MSFT) analysts saw potential short-term setbacks with capacity constraints and weaker guidance than expected but were also looking at an exciting path for AI monetization ahead after first-quarter financial results. The Microsoft Analysts: Bank of America analyst Brad...